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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ
メガAUM
2,000億ドル超
AUMが大きい
100億〜2,000億ドル
中規模AUM
20億ドル~100億ドル
運用資産が少ない
2億5,000万ドル~20億ドル
小規模AUM
2億5,000万ドル未満
10%未満
20%未満
40%未満
60%未満
80%未満
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名前 | AUM |
AUM 増加率 |
AUM 成長率% |
四半期 推定リターン |
3年間の推定リターン | 保有銘柄 | ポートフォリオ回転率 |
平均保有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
BSWA
6426
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| $9525万 | -$276万 | -3% | 7.03% | – | 106 | 74.53% | 0.1 |
|
| 6427 |
6427
Synergy Financial Group
San Ramon,
California
| $9524万 | -$1619万 | -15% | 15.7% | 133% | 106 | 9.43% | 0.2 |
|
| 6428 |
BAM
6428
Bosun Asset Management
Chicago,
Illinois
| $9518万 | -$1486万 | -14% | 4.96% | 278% | 80 | 13.75% | 0.2 |
|
| 6429 |
6429
Endowment Wealth Management
Appleton,
Wisconsin
| $9512万 | -$379万 | -4% | 7.04% | 66.3% | 134 | 17.16% | 0.2 |
|
| 6430 |
6430
Magnolia Wealth Management
Dothan,
Alabama
| $9508万 | -$264万 | -3% | 3.84% | 48.7% | 15 | 40% | 0.2 |
|
| 6431 |
6431
Precept Management
Dallas,
Texas
| $9493万 | -$1.59億 | -63% | 7.83% | 110% | 82 | 76.83% | 0.5 |
|
| 6432 |
6432
Kids Capital Management
Los Angeles,
California
| $9489万 | -$2229万 | -19% | 13.9% | – | 12 | 16.67% | 0.2 |
|
| 6433 |
6433
Cook Wealth
Raleigh,
North Carolina
| $9475万 | -$271万 | -3% | 4.19% | 7.36% | 44 | 15.91% | 0.2 |
|
| 6434 |
DLDF
6434
Dan L. Duncan Foundation
Houston,
Texas
| $9469万 | -$319万 | -3% | 5.63% | 11.8% | 4 | 0% | 0.9 |
|
| 6435 |
AAM
6435
Artha Asset Management
Hoboken,
New Jersey
| $9452万 | +$1260万 | +15% | 8.86% | – | 37 | 67.57% | 0.1 |
|
| 6436 |
6436
ACT Capital Management
Wayne,
Pennsylvania
| $9452万 | -$4381万 | -32% | 12.6% | – | 99 | 20.2% | 0.6 |
|
| 6437 |
6437
5th Street Advisors
Southport,
Connecticut
| $9448万 | -$1098万 | -10% | 2.91% | 47.5% | 20 | 40% | 0.2 |
|
| 6438 |
6438
Intrinsic Value Partners
Phoenix,
Arizona
| $9439万 | +$58.5万 | +0.6% | 1.14% | 126% | 49 | 6.12% | 0.2 |
|
| 6439 |
6439
McAlister Sweet & Associates
Houston,
Texas
| $9411万 | -$2048万 | -18% | 2.21% | 83.6% | 41 | 34.15% | 0.2 |
|
| 6440 |
6440
Redmont Wealth Advisors
Chicago,
Illinois
| $9394万 | +$47.2万 | +0.5% | 3.11% | 46.1% | 131 | 25.95% | 0.2 |
|
| 6441 |
6441
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
| $9388万 | -$674万 | -7% | 1.97% | – | 107 | 12.15% | 0.2 |
|
| 6442 |
6442
Claris Advisors
St. Louis,
Missouri
| $9377万 | -$70.6万 | -0.7% | 3.37% | 65.7% | 52 | 11.54% | 0.2 |
|
| 6443 |
APS
6443
American Planning Services
Sun City Center,
Florida
| $9362万 | -$1936万 | -17% | 4% | 23.8% | 29 | 17.24% | 0.2 |
|
| 6444 |
6444
Pin Oak Investment Advisors
Houston,
Texas
| $9359万 | -$525万 | -5% | 8.89% | 62.7% | 451 | 12.2% | 2.6 |
|
| 6445 |
6445
Enhancing Capital
Harrisburg,
Pennsylvania
| $9357万 | +$148万 | +2% | 0.31% | – | 77 | 5.19% | 0.2 |
|
| 6446 |
6446
Sender Company & Partners
New York
| $9352万 | -$1.02億 | -52% | 12.7% | 69.8% | 125 | 84% | 0.1 |
|
| 6447 |
6447
USA Financial Formulas
Ada,
Michigan
| $9348万 | -$2310万 | -20% | 12.8% | 104% | 526 | 46.58% | 1.1 |
|
| 6448 |
6448
Convergence Financial
Columbia,
Missouri
| $9322万 | -$298万 | -3% | 4.95% | 62.3% | 26 | 26.92% | 0.2 |
|
| 6449 |
CMANY
6449
Capital Management Associates (New York)
New York
| $9321万 | -$900万 | -9% | 0.61% | 205% | 96 | 45.83% | 1.9 |
|
| 6450 |
6450
Lynwood Capital Management
Toronto,
Ontario, Canada
| $9317万 | -$1134万 | -11% | 5.14% | – | 211 | 81.04% | 0.1 |
|